Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$23.2M 0.01%
672,882
+29,683
1027
$23.2M 0.01%
1,222,701
+438,063
1028
$23.2M 0.01%
486,261
-427,225
1029
$23.1M 0.01%
538,601
+49,111
1030
$23.1M 0.01%
173,508
-7,369
1031
$23.1M 0.01%
508,335
-26,353
1032
$23M 0.01%
730,857
-635,237
1033
$23M 0.01%
427,887
+14,455
1034
$22.9M 0.01%
266,921
-266,057
1035
$22.9M 0.01%
371,374
+195,378
1036
$22.9M 0.01%
1,055,756
+69,888
1037
$22.8M 0.01%
1,623,305
-70,674
1038
$22.8M 0.01%
967,643
+119,367
1039
$22.7M 0.01%
846,898
-106,831
1040
$22.6M 0.01%
518,390
+31,793
1041
$22.6M 0.01%
2,113,483
+829,462
1042
$22.5M 0.01%
139,711
+796
1043
$22.5M 0.01%
2,435,399
-163,995
1044
$22.5M 0.01%
623,162
-23,500
1045
$22.5M 0.01%
230,934
-2,959
1046
$22.4M 0.01%
410,006
+68,736
1047
$22.4M 0.01%
483,586
+37,481
1048
$22.4M 0.01%
571,613
-148,477
1049
$22.4M 0.01%
1,103,948
+98,958
1050
$22.2M 0.01%
791,353
-37,934